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Name Holding Trade Value Shares
Change
Change in
Stake
CCMD
1301
Cypress Capital Management (Delaware)
Delaware
$219K -$16.4K -100 -7%
PWM
1302
Perigon Wealth Management
California
$219K +$4.75K +29 +2%
MLL
1303
Moody Lynn & Lieberson
Massachusetts
$219K +$218K +1,334 New
CM
1304
Capital Management
Virginia
$219K +$219K +1,338 New
CWM
1305
Circle Wealth Management
New Jersey
$218K +$819 +5 +0.4%
WI
1306
Wedgewood Investors
Pennsylvania
$217K -$8.19K -50 -4%
VST
1307
Van Strum & Towne
California
$217K – – –
CA
1308
Cornerstone Advisory
Maryland
$215K -$119K -728 -36%
ACM
1309
Armbruster Capital Management
New York
$213K – – –
DBT
1310
Dubuque Bank & Trust
Iowa
$211K +$107K +653 +103%
PHK
1311
Point72 Hong Kong
Hong Kong
$208K -$90.9K -555 -30%
RWA
1312
RGT Wealth Advisors
Texas
$208K -$32.6K -199 -14%
HAIM
1313
Hunter Associates Investment Management
Pennsylvania
$205K -$40.9K -250 -17%
BWP
1314
Baldwin Wealth Partners
Massachusetts
$205K +$35K +214 +21%
BFC
1315
Blue Fin Capital
Rhode Island
$205K +$205K +1,250 New
EBSAM
1316
Eubel Brady & Suttman Asset Management
Ohio
$205K +$205K +1,251 New
VF
1317
Virtu Financial
New York
$204K -$1.47M -8,982 -88%
BW
1318
Biegel & Waller
Maryland
$202K +$655 +4 +0.3%
CCM
1319
Coldstream Capital Management
Washington
$202K +$202K +1,232 New
CCT
1320
Country Club Trust
Missouri
$202K +$202K +1,233 New
VCM
1321
Versant Capital Management
Arizona
$199K -$2.95K -18 -1%
MA
1322
MCF Advisors
Kentucky
$199K +$70.8K +432 +55%
NEAM
1323
New England Asset Management
Connecticut
$197K – – –
IPC
1324
Independent Portfolio Consultants
Florida
$191K +$17.9K +109 +10%
ACS
1325
Archford Capital Strategies
Illinois
$190K +$58.6K +358 +45%